CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Friday 10 July 2026
GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices

GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from...

Friday 10 July 2026
GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI),...
Friday 10 July 2026
CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
CSP ASIC demand drives structural growth in high-speed interconnects
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...
Friday 10 July 2026
HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
Friday 10 July 2026
Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
Friday 10 July 2026
Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...

Friday 10 July 2026
E&R Engineering advances glass substrate pilot production to 2H27
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...
Friday 10 July 2026
ADATA Technology to launch tender offer for Tittot in cultural industry push

ADATA Technology's board has approved a public tender offer for Tittot's common shares at NT$24 (US$0.75) per share in cash, a move...

Friday 10 July 2026
PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Friday 10 July 2026
How semiconductors are turning Gujarat into India's next electronics powerhouse

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida...

Friday 10 July 2026
TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor...

Friday 10 July 2026
Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape
Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company...